ROCKWALL, TX (August 19, 2021) Financial advisor Kelly D. Connel of the Edward Jones financial services firm in Rockwall has been approved by the Certified Financial Planner Board of Standards (CFP Board) to use the CFPÂ® certification mark.
Kelly D. Connel has successfully completed the initial CFP board certification requirements, which include completing financial planning courses and passing a comprehensive exam.
Individuals who hold CFPÂ® certification must agree to meet continuing education requirements and comply with Code of ethics and professional responsibility and standards of practice in financial planning.
This advanced training provides investment professionals with the practical information needed to provide comprehensive financial services. Topics of study include the financial planning process, risk management, investments, tax planning and management, retirement and benefits, and estate planning. CFP professionals are also required to meet continuing education requirements and adhere to the CFP Board of Directors’ Code of Ethics and Professional Responsibility and Financial Planning Standards of Practice.
Kelly’s office is located at 1309 Ridge Road, Suite 100, Rockwall Commons. Kelly is also a Rockwall Noon Rotarian.
Edward Jones, its employees, and its financial advisors are not estate planners and cannot provide tax or legal advice. You should consult your estate planning lawyer or qualified tax advisor about your situation.
Edward Jones, a Fortune 500 company headquartered in St. Louis, provides financial services in the United States and, through its subsidiary, in Canada. Every aspect of the company’s operations, from the investments offered by its financial advisors to the location of branches, is aimed at individual investors. The company’s nearly 19,000 financial advisors serve more than 7 million clients with a total of $ 1.6 trillion in assets under management. Visit edwardjones.com or the recruiting website at careers.edwardjones.com. SIPC member.
Press release submitted, edited for publication in Blue Ribbon News.
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